Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Thomas Costello is a financial professional with over 20 years of experience in the financial services industry. Brian has been registered with LPL Enterprise, LLC since April 2024. Brian has previously worked at several firms including Citizens Securities, Inc., Signator Investors, Inc., and Fidelity Brokerage Services LLC. Brian holds FINRA Series 4, 7, 24, and 63 licenses. Brian is a dedicated financial advisor who specializes in providing financial planning, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory services. Brian is committed to providing high-quality financial advice to clients and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
04/10/2024 - Present
LPL Enterprise, LLC (FORT MILL SC)
MA
08/12/2015 - 06/21/2023
CITIZENS SECURITIES, INC. (WESTWOOD MA)
RI
01/29/2008 - 08/18/2015
SIGNATOR INVESTORS, INC. (WARWICK RI)
MA
11/01/2013 - 10/03/2014
SIGNATOR FINANCIAL SERVICES, INC. (BOSTON MA)
RI
10/20/2004 - 01/14/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
NY
08/22/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
03/12/2002 - 08/12/2003
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
RI
12/21/2000 - 03/19/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 10/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2007
Series 4 - Registered Options Principal Examination
BC
Issued 04/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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